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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,049 | $81,358-97.5% | $155,556-98.7% | $80,959-97.5% |
| Participation rate | 83.1% | 66.3%+16.9pp | 78.2%+4.9pp | 67.7%+15.5pp |
| Annual return | 10.17% | 33.39%-23.2pp | 64.84%-54.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,285 | $3,455-62.8% | $5,631-77.2% | $4,300-70.1% |
| Admin fee / account holder | $292 | $7,994-96.4% | $15,885-98.2% | $6,925-95.8% |